Weekly Market Report. January 16, 2026

🎛️Lumière (melodic techno remix of Lorien Testard, Alice Duport-Percier) – Constantin Kogan🎛️ Lumière (melodic techno remix of Lorien Testard, Alice Duport-Percier)► Play OnlineA melodic techno reinterpretation of Lumière by Lorien Testard & Alice Duport-Percier.
Warm harmonies, cinematic atmosphere, and a driving low-end inspired by Paris at dusk. Reminds me times when I lived there.
Built for late-night listening, deep focus, and immersive club moments where light meets shadow.Original composition by Lorien Testard & Alice Duport-Percier “Lumiere“.Official Link

⬤TOP READS

Former New York City Mayor Eric Adams’s NYC Token Plummets After $1 Million DrawdownOne of the coin’s creators took $2.5 million out within hours of its launch, only to quickly replace $1.5 million im 43215556?t=1768571507

Trump-Linked Crypto Firm Signs Stablecoin Agreement With PakistanAn affiliate of World Liberty Financial, the Trump family’s flagship crypto venture, reached an agreement Wednesday with the government of Pakistan to explore using the company’s stablecoin for cross-border transactions. im 97764430?t=1768571592

Maduro’s Crypto-Backed Oil Deals Put Tether at Center of Venezuela Money DramaNicolás Maduro helped make tether the world’s dominant stablecoin. And with the former Venezuelan leader now sitting in a Brooklyn jail, the cryptocurrency’s central role in his nation’s economy is back in the spotlight.

⬤ WHAT MATTERED

AI & Technology Lockheed Martin CIO Says AI Is Remaking Her Role im 59806003?width=140&height=93

Chinese AI Developers Say They Can’t Beat America Without Better Chips im 48662113?width=140&height=93

To Build a Better AI, Reverse Its Antisocial TendenciesBusiness 019b10d7 21da 7f4d 85e8 770e3e534f9e?t=1768592129

BitMine to invest $200M in YouTuber MrBeast’s Beast Industries 019bc284 7f8d 72a3 8fce 6abd5b9dc176

CME Group to expand crypto futures with Cardano, Chainlink and Stellar contracts 019bc068 c7bb 7264 976d 7fcaf983c9a0

DeFi quietly breaks up with Discord as scams overwhelm public channels
Crypto im 25659554?width=140&height=93

Banks Cry Foul Over High-Yielding Tokens as Crypto Fight Simmers in Washington 019bc76b 06f2 783d b33d 7653fb2769f0

Bitcoin copying 2022 ‘bear market rally’ despite 21% BTC price gains 019bc61c b1bd 70b1 8cf6 100c37f86f5d

Polygon trims workforce amid $250M stablecoin payments pivot

⬤ CAPITAL MOVES

…Where capital is quietly positioning.Project Eleven raises $20M led by Castle Island Ventures & Coinbase VenturesLMAX Group completes $150M funding roundAlpaca raises $150M Series D for blockchain service expansionVeera raises $4M+ in a seed round for finance/payment infrastructureNoise secures $7.1M in a seed funding round for DeFi infrastructureMeld raises $7M in a strategic round for crypto finance toolingBeatcoin closes $5M in strategic funding for infrastructure developmentVelaFi raises $20M Series B to grow finance and on-chain products

⬤ UNDER THE SURFACE

Crypto Crime Hits Record $154B as Sanctions Evasion Accelerates

According to Chainalysis’ 2026 Crypto Crime Report, illegal cryptocurrency activity surged to a record $154 billion in 2025, up 162% year-on-year, with Iran and Russia emerging as major actors using crypto rails to bypass international sanctions. Analysts highlight the growing role of sophisticated Chinese money-laundering networks, which have transformed crypto crime into an industrialized, professional operation, underscoring the rising geopolitical dimension of blockchain-based financial flows. Canton Network Quietly Processes $6 Trillion in Real-World Assets

The Canton Network has already handled more than $6 trillion in tokenized real-world assets, including over $350 billion per day in U.S. Treasury transactions, demonstrating that RWA adoption is no longer theoretical. Its success is driven not by novel technology but by deep institutional integration with infrastructure giants like DTCC, Nasdaq Calypso, and Broadridge, showing that tokenization scales when it is embedded directly into existing financial plumbing. Corporate Treasuries Added Over $49B in Crypto During 2025

Corporate balance sheets quietly accumulated more than $49 billion in crypto assets throughout 2025, with nearly half of those inflows concentrated between July and September alone. The allocation patterns reveal a clear internal segmentation: Bitcoin as a digital gold reserve asset, Ethereum as financial infrastructure exposure, and select alternative networks such as Solana and TON positioned as higher-growth bets, marking a structural shift in how corporations approach long-term treasury management.

⬤ ON THE READING LIST

Check the book here!This is not a book about motivation or sudden transformation.It is about building systems that work when motivation fades and consistency is the real challenge.Key ideas from the bookSystems matter more than goals when it comes to long-term outcomesSmall, consistent actions compound quietly before results become visibleIdentity-based habits create lasting behavior changeEnvironment design shapes discipline more than willpower

⬤ SNAP OF THE WEEK

Investor Dinner at WallstreetHosted by Japser Fu and Shaun Saunders

⬤ MEME OF THE WEEK

⬤ MUST WATCH

🌬️In TransitA collaboration with my friend Lesya Malskaya🎹 This piece was previously featured in audio form. In this issue, it returns with a visual dimension, in collaboration with my friend Lesya Malskaya.

The addition of motion and imagery deepens the experience, offering a more immersive way to sit with the music and its themes of time, memory, and presence.🌬️ In transit

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Sincerely,

Constantin Kogan